Personal Banking Associate

5 months ago


Quebec City, Canada BMO Financial Group Full time

8400 boul Henri-Bourassa, #100 Quebec Quebec,G1G 4E2

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one
- for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manage



  • Quebec City, Canada BMO Financial Group Full time

    1600 boulevard Lebourgneuf Quebec Quebec,G2K 2M4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Quebec City, Canada BMO Financial Group Full time

    1660 Avenue Jules-Verne Quebec Quebec,G2G 2R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • King City, Canada BMO Financial Group Full time

    1700 King Road, Unit 16 King City Ontario,L7B 0N1 Mandarin is highly preferred Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...


  • Quebec City, Canada TD Bank Full time

    **Business Banking Associate**: - 431503BR **Job Category - Primary** - Commercial Banking **Work Location** - 2828 Laurier Boulevard **Employment Type** - Regular **City** - Quebec City **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD Commercial...


  • Quebec City, Canada TD Bank Full time

    Work Location:CanadaHours:18.75Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...


  • Quebec City, Canada TD Bank Full time

    Work Location: Québec, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: Department Overview: TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized...


  • Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 - **Work from home**: - ** Language Requirements for role**:Strong verbal and written language skills in both French and English - ** Full time position - Associates are scheduled for 37.5 hours per week.** This position operates between the hours of **6:30AM and 12:00AM**, 7 days a week. Associates work...


  • Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...


  • Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Québec City, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : The Commercial Banking Associate Program provides targeted training in the areas of relationship management, financial analysis, risk management and industry analysis. As an Associate, Commercial Banking, you will have the opportunity to work closely with diverse mid-sized businesses striving to achieve their personal and financial goals....

  • Banking Associate

    3 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking Associate

    6 months ago


    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking associate

    3 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...


  • Quebec City, Canada Scotiabank Full time

    Requisition ID: 205929Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Corporate Banking Associate in the Québec team at National Bank, you will provide specialized support within the team for analyzing and structuring complex corporate credit files, including both new financing and renewals with significant changes in conditions. You will also be responsible for carrying out various complex analyses and financial data...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 at National Bank, you'll offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada. Your job: Support the Private...

  • Bilingual Specialist

    5 months ago


    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...

  • Bilingual Specialist

    6 months ago


    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...

  • Bilingual Specialist

    6 months ago


    Quebec City, Canada Banque de Montréal Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Québec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...


  • Québec City, Canada The Toronto-Dominion Bank (Canada) Full time

    Description :  Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a  Personal Banking Associate  for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and...